Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,048 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
6,464
shares
|
$704,382
0.4% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
6,437
shares
|
$701,439
0.13% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
6,427
shares
|
$700,350
0.19% of portfolio
|
Q4 2024
Reduced 65.33%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,392
shares
|
$696,536
0.02% of portfolio
|
Q1 2025
Added 66.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,370
shares
|
$694,138
0.08% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,364
shares
|
$693,485
0.05% of portfolio
|
Q2 2022
Reduced 0.16%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
6,338
shares
|
$690,651
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
6,324
shares
|
$689,126
0.05% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,321
shares
|
$688,799
0.12% of portfolio
|
Q2 2025
Reduced 28.88%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
6,300
shares
|
$686,511
0.32% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
6,256
shares
|
$681,716
0.08% of portfolio
|
Q1 2023
Reduced 48.22%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
6,253
shares
|
$681,389
0.21% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,247
shares
|
$680,735
0.23% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
6,234
shares
|
$679,318
0.14% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
6,234
shares
|
$679,318
0.36% of portfolio
|
Q1 2025
Reduced 51.5%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
6,218
shares
|
$677,575
0.2% of portfolio
|
Q2 2025
Added 633.25%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,189
shares
|
$674,415
0.03% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
6,180
shares
|
$673,434
0.16% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
6,172
shares
|
$672,562
0.81% of portfolio
|
Q2 2025
Reduced 50.6%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
6,169
shares
|
$672,235
0.07% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
6,153
shares
|
$670,492
0.05% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
6,120
shares
|
$666,896
0.2% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
6,101
shares
|
$664,825
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
6,088
shares
|
$663,409
0.35% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,086
shares
|
$663,191
0.11% of portfolio
|
Q1 2025
Reduced 3.26%
|